Consolidated coffee shop network report in 20 minutes with Soffi.io
How to automate a unified report for all coffee shop locations in 20 minutes
Consolidated Report for a Coffee Shop Chain in 20 Minutes: Step-by-Step Guide for Soffi.io
Why do you need this?
When you have a dozen locations, the most interesting numbers are no longer about “how each coffee shop is selling,” but rather about how the entire chain is operating. But manually consolidating spreadsheets is no fun. Below is a practical method, tested on a chain of 14 coffee shops: how to set up an automated report in one morning that will come to your Telegram or email every morning from then on.
1. Prepare Your Data Once—and Forget About It
- 1.
Check column names
Make sure all your Google Sheets for each location have identical headers:Date,Sales,Receipts,Average receipt,Write-offs, etc. If any sheet says “Sale” instead of “Sales”—fix it. - 2.
Add a “Branch” column
A common mistake is the absence of a tag showing which coffee shop the local table is from. Set a fixed value in each source table (or configure an ARRAYFORMULA).
Result: The data is unified, so Soffi can later “merge” everything without complex maneuvers.
2. Create a Task in Soffi.io
- 1.
Go to the dashboard → New Task.
- 2.
In the Source field, add all links to branch sheets. You can paste them in bulk—the service will recognize that there are multiple sources.
- 3.
Set the task type to “Google Sheets → Google Doc/Sheet”. This means: take data from several tables and consolidate them into one file.
Lifehack: If you have 40+ branches, store the links to their sheets in a separate master table and connect that table—the next time a new location opens, you just add a row and the report will pull in the data automatically.
3. Set Up the Output Template
- 1.
In the drop-down menu, select “Blank Sheet”—let Soffi create a new, clean file.
- 2.
Open the auto-generated template and set up the required sections:
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Daily summary (pivot table: date ↔ revenue)
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Details by branch (filter by the “Branch” column)
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Key metrics (average receipt, % growth versus yesterday, margin)
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Soffi will insert formulas into the necessary cells, so future structure changes won’t be needed.
4. Schedule and Delivery Channel
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Schedule: It’s best not to change the CRON string—choose the preset “Every morning at 6:00.”
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Delivery:
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Email—for traditionalists.
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Telegram—the fastest way: select “Send link as message.” The file in Google Drive will update, and the link stays the same.
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5. Check Once
Click Run → Preview. In a minute or two, the first report appears in “Task History.” Open the file:
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Check the date and sales amount—do they match the morning cash register?
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Make sure each coffee shop is on a separate row
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Click any number—the formula should lead to the source sheet, not have a static value
Everything matches? You’ve set it up correctly.
6. Run on Autopilot
From now on, the report is generated automatically. At 07:00, Soffi collects fresh data, at 07:05 the file is already in your Telegram chat “🔥 Dashboards.” While the baristas are prepping the machines, you see:
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Top 3 locations by revenue—should you boost marketing for the one in fourth place?
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Failures—if the average receipt suddenly drops, you’ll know where upselling needs improvement
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Write-offs—it immediately shows who kept milk too long or forgot to close the fridge
7. Backup Plan (Just in Case)
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If a new coffee shop is added, just give it a copy of the standard table and add its link to the task.
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If the column structure changes, open the output template, click “Refresh schema”—Soffi will pull in the new fields.
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Lost internet at a location? The service will use the last available version of the file and still create the report, marking the source in yellow.
In Conclusion
Where you used to spend half a day on consolidation, now 15–20 minutes of one-time setup is enough. And every morning before the coffee shops open, you already have a picture of the previous day. No more “midday recaps” and missed trends—just timely numbers and clear, fresh-headed decisions.